checklist for beginning a new program year (data+ with groups)

Modified on Tue, 20 Aug at 2:48 PM

See this Guide to Setup Your Groups and Forms for the Next Program Year

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reporter management
	archive reporters not returning to your program.
	having trouble archiving reporters? see: why can't I archive my reporter?
	hide panels for reporters without data
	use this article to create a new profile or clone the one from the previous year reporter profile creation: creating panels, sub-panels, context blocks, and fields
	create any new documents in signNow (if applicable) document signing: user guide
	Add new Type 1 Associations for panel targeting
	Update the timesheet template and Type 1 Association assignments for your returning reporters
site management
	enroll new sites
	remove sites that have termed from your program.
	update the site profile
staff management
	create any new staff roles
	enroll new staff and supervisor accounts
	delete or archive any staff or supervisors no longer with your program
	update the staff profile
group management
	if you will continue to use a Group from a previous year archive or delete any identifiers not returning for the new year
	or, to create a new group, click here
	create new and update fields
	manage your profile layout
	or, to clone an existing profile layout, click here
	create instructions, set permissions and determine field order for enrollment
form creation, management and scheduling
	create new and update pre-existing report questions see also: create a new question understanding 3D matrix questions
	assemble first form for the year
	launch new forms
	survey launch by segment, skip logic, staff roles, timesheet start and end date, time zones
	If you are targeting forms to different groups of reporters, make sure your Type 1 Associations for panel targeting
new reporter management
	enroll your new reporters one at a time
	enroll your new reporters with Excel
	activate your reporters if you want them to complete reports immediately
	see who has and hasn't set up their password